RIA Intel›Advisers›Pennsylvania›SUSTAINABLE FINANCIAL PLANNING LLC

SUSTAINABLE FINANCIAL PLANNING LLC

Advisory

PA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in PA

#1,291

of 1,528 advisers by AUM

Average account

$363K

across 42 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

17 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

DUCHARME WEALTH ADVISORS, LLC

$15M

IRON LINK CAPITAL LLC

$15M

PAUL-ELLIS INVESTMENT ASSOCIATES

PHILADELPHIA, PA

$15M

BLACK OAK WEALTH MANAGEMENT, LLC

$15M

MAURO CAPITAL MANAGEMENT, INC.

$16M

UNIVEST INVESTMENTS, INC.

$16M

Get the full picture on SUSTAINABLE FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SUSTAINABLE FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans